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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,246 | $110,307-27.3% | $96,576-16.9% | $139,456-42.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.42% | 26.40%-16.0pp | 25.87%-15.5pp | 373.45%-363.0pp |
| Employer contribution / active EE | $4,876 | $3,619+34.7% | $2,965+64.5% | $4,753+2.6% |
| Participant deferral / active EE | $6,219 | $5,547+12.1% | $4,851+28.2% | $6,711-7.3% |
| Admin fee / account holder | $465 | $11,597-96.0% | $8,253-94.4% | $11,407-95.9% |